Nollenberger Mccullough Investment Advisors LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 165451
- Registered since
- February 16, 2021
- Website
- www.nollmac.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.28%
- Pension & Profit Sharing Plans8.72%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nollenberger Mccullough Investment Advisors LLC is a limited liability company that registered with the SEC in 2021. The firm is individually owned and provides fee-based portfolio management to both high-net-worth individuals/families and institutional clients. Its advisory services focus on discretionary portfolio management for individuals, small businesses, and other business or institutional entities. Fee arrangements include a percentage-of-AUM component as well as fixed fees. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser, capital allocator, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Cash & Cash Equivalents17%
- Investment Grade Corp Bonds10%
Owners & executives
3 of 3
Maryann Harrison
Chief Operating OfficerCRD 4873023

Peter Perez
Chief Compliance OfficerCRD 4320916

Bruce Nollenberger
CEO & Managing MemberCRD 823846
Contacts
3 of 8Lawrence Susnow
MemberCRD 6831721

Blake Nollenberger
Investment AdvisorCRD 8065035
George Mitchell
MemberCRD 7324790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 220 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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